Corning Integrated (GLW) Presents at Citi’s 2025 World Expertise, Media and

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Corning Incorporated (NYSE:GLW) Citi’s 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 8:50 AM EDT

Company Participants

Edward Schlesinger – Executive Vice President & Chief Financial Officer

Conference Call Participants

Asiya Merchant – Citigroup Inc., Research Division

Presentation

Asiya merchant
VP & Analyst

All right. Good morning, everyone. Day 2 of Citi’s Global TMT Conference. I am Asiya Merchant. I cover the tech hardware and tech supply chain here at Citi Research. So really excited to have Corning here. I have Ed here, the CFO of Corning. We have Corning’s IR and members from the other management team as well in the audience.

Corning has been a great stock and this fireside here is questions that I’ve prepared. I’m going to leave some time for Q&A. However, I do request if you can please raise your hand so we can bring the mic to you.

So I’m going to turn it over to Ed first. He has some prepared comments, and then we’ll get started.

Edward Schlesinger
Executive Vice President & Chief Financial Officer

Good morning, everyone. So first of all, it’s great to be here today. Thanks for joining with us. I just want to note that I may make some forward-looking statements today and that you should review our filings on our website to see potential reasons that actual results may differ materially from the perspectives that I offer. So look forward to your questions, and thanks for joining.

Question-and-Answer Session

Asiya merchant
Citigroup Inc., Research Division

All right. So I’ll kick it off. We’ve been asking all our companies, especially companies like Corning that reported a very strong quarter with calendar 2Q. You guys are guiding to slight acceleration as well on the year-on-year growth rates. You’re tracking well ahead of your risk-adjusted springboard plan. I think it’s closer to sort

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